Haleon shows steady growth and brand strength despite sector headwinds

1 minute read

30 October 2025

If you are covering Haleon's latest results, please see the following comment from Chris Beckett, consumer staples analyst at Quilter Cheviot:

Haleon has delivered a solid set of results in what remains a challenging environment for consumer health companies. Competitors are wrestling with litigation and wider operational issues, but Haleon has managed to stay on course. Against that backdrop, 0.4% sales growth in North America and performance ahead of expectations is commendable. It’s particularly encouraging to see key brands like Sensodyne continuing to perform well, and the company’s broad portfolio still has plenty of headroom for further growth.

Emerging markets continue to be a bright spot, with 7% sales growth reflecting both under-penetration and opportunity. Mid-single-digit growth out of China reinforces the longer-term potential. Not everything is moving in the right direction though, with its smoking cessation product Nicorette in North America, going backwards.

Still, the company’s decision to reiterate guidance is reassuring as we head into the fourth quarter. Much will depend on whether we get a typical cold and flu season, if consumers catch a cold, they’ll buy, but that’s a variable no one can predict. At around 18 times next year’s earnings, Haleon isn’t the cheapest stock, but these results underline its resilience and the strength of its brands in a tough consumer landscape.

Alex Berry

External Communications Manager

+44 (0)7741 151931

Email Alex

Notes to Editors:

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Alex Berry

Notes to Editors

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